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An archive where a document turns up in seconds

Every captured document stays in the system together with the image of the original. You search by content, counterparty, amount and date, not by a file name that nobody remembers.

What it does

Every document that has passed through the system stays in it, together with the image of the original and the data read from it. You search by counterparty, date, amount, number and by content, not by a file name that nobody remembers.

Nobody asks about this feature when buying. It's the one that comes back in conversations a year later: during an inspection, during a dispute with a supplier, and when somebody asks what on earth we paid for in March.

Search by number, invoice content or counterparty name. Results come back from the list in a few seconds. (Polish interface) SaldeoSMART material
What stays The document with its original
  • the captured data
  • the image of the original beside it
  • the history of changes and approvals
You search by Whatever you remember
  • counterparty
  • amount and date
  • number
  • the content of the document
Instead of Digging through folders
  • no file name that nobody remembers
The feature nobody asks about when buying, and the one that comes back during an inspection or a dispute with a supplier.

What is in which plan

The table comes straight from the vendor's price list, the same one our calculator uses. As of August 2026.

In the plans for accounting firms

FeatureAsystent księgowego (Accountant's Assistant)Specjalista biura (Office Specialist)Ekspert biura (Office Expert)
archive of sales invoicesfor 3 clients
archive of purchase invoices
archive of documents such as contracts, letters and proformas
archive of your own document types××
document search on any word

In the plans for companies

FeatureAsystent e-faktur (e-Invoice Assistant)Asystent firmy (Company Assistant)Specjalista firmy (Company Specialist)Ekspert firmy (Company Expert)
archive of cost and purchase invoices
adding documents such as contracts, letters and proformasup to 20 docs/month

Worth knowing up front

How long documents are kept differs between plans: in the Asystent and Specjalista plans the archive covers five years, counted from the end of the year in which the tax payment deadline fell; in the Ekspert plans documents are held indefinitely for as long as the contract runs. If you have retention requirements of your own, that is one of the conditions to check before choosing a plan. We'll gladly go through it with you.

What we set up

The folder structure and document types, permissions (who gets to see sensitive contracts at all), naming rules and the archive export, in case it ever has to be taken out.

Related

See it on a live system

If your documents sit in several places at once today, we'll show you at the demo what the work looks like when they sit in one. This is usually the feature that convinces a team fastest.

The person who runs the demo is the one who later does the implementation and stays with you for ongoing support. Prefer to call? 513 805 506